Dear Valued Clients and Friends,

I wanted to share an important update regarding my ability to assist with insurance services in Texas.

I am currently unable to offer any insurance-related services to residents of Texas until July 2026.

This is a difficult situation for me because I genuinely want to help all of you who might be in need of my services.

Please know that I am committed to supporting you in any other way I can during this time, and I will be here for you the moment I am legally able to provide insurance services again.

I deeply appreciate your understanding and patience.

Be well,

Tracey

I am available for a variety of other valuable

services to support your financial and future needs.

1. Social Security Advising

Comprehensive advice on Social Security benefits. Assistance with applications and maximizing your benefits.

2. Financial Wellness Coaching

Personalized financial planning. Strategies for budgeting, saving, and investing.

3. Insurance Education and Insight

Providing general education on insurance concepts. Insights into policy types and coverage options.

4. Social Security Educational Speaking

Engaging presentations on Social Security topics. Tailored seminars and workshops for organizations.

5. Personal Document Coaching and Organization

Helping you organize important personal documents. Coaching on maintaining organized records.

Why Choose These Services?

Although I am restricted from providing direct insurance

services, my extensive knowledge and expertise in these other areas can greatly

benefit your financial health and well-being. I am committed to delivering

high-quality, professional guidance tailored to your individual needs.

Feel free to reach out to discuss how I can assist you.

Disclaimers

1. Medicare Disclaimer

We do not offer every plan available in your area. Currently, we represent 7+ organizations that offer 15+ products in your area.

Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.

2. Social Security and Financial Services Disclaimer

The information provided during consultations and through our services is for general informational purposes only and does not constitute legal, tax, or professional advice. We strive to ensure that the information presented is accurate and up-to-date, but we make no representations or warranties regarding its completeness, accuracy, or applicability to your specific situation.

3. No Guarantees

While we endeavor to assist you in selecting the most appropriate insurance products and financial strategies, we do not guarantee that any particular product or strategy will meet your specific needs or that you will be eligible for coverage or benefits.

4. Not Affiliated with the Government

We are not affiliated with or endorsed by any government agency, including Medicare, the Centers for Medicare & Medicaid Services (CMS), the Social Security Administration (SSA), or the Department of Health and Human Services (HHS).

5. Plan and Service Availability

Availability of Medicare and ACA plans, Social Security claiming strategies, and financial services may vary by region, and specific details are subject to change. Please review the official plan documents and service agreements for complete information.

6. Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the content, privacy policies, or practices of these websites. We encourage you to review their privacy notices and terms of use.

Thank You

We extend our heartfelt gratitude to you for choosing our services and entrusting us with your needs. Your satisfaction is our top priority, and we're thrilled to have been a part of your journey. Should you have any further inquiries or require assistance in the future, please don't hesitate to reach out. Thank you for being a valued member of our community – your support means the world to us.